CCFPS is an independent financial advisory firm that specializes in providing financial planning advice on a wide range of subjects. They offer services such as pension reviews and transfers, savings and investments, inheritance tax planning, estate pl…
Christina Clegg Financial Planning Services is an independent financial advisory firm specializing in comprehensive financial planning for a wide range of circumstances. The firm targets high-net-worth individuals and business owners, particularly those approaching retirement or managing significant inheritances. Key referral partners include estate planning lawyers, accountants focused on tax optimization, and property advisors who help clients diversify their portfolios. A referral to CCFPS becomes appropriate when clients have accumulated substantial assets and need coordinated planning across multiple financial areas, or when life events such as retirement or inheritance create need for structured guidance.